Kameron B Elledge

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gilroy, CA
• 01/2020 → 05/2023
  Bank Of America, N.A.
  Gilroy, CA
• 05/2017 → 12/2019
  Check 'n Go
  San Jose, CA
• 03/2014 → 11/2018
  Trader Joe's
  Morgan Hill, CA
• 07/2023 → Present
  Morgan Stanley
  Menlo Park, CA
• 05/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-06-10 → 2022-05-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hollister, CA
  San Jose, CA
  New York, NY
  Gilroy, CA
  Hollister, CA
  Morgan Hill, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-06-08

Other Names

• Kameron Bryson Elledge